Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,292 | $60,119-79.6% | $90,430-86.4% | $79,858-84.6% |
| Participation rate | 92.1% | 65.0%+27.1pp | 72.7%+19.4pp | 69.6%+22.5pp |
| Annual return | 66.36% | 71.94%-5.6pp | 1293.73%-1227.4pp | 31.72%+34.6pp |
| Employer contribution / active EE | $505 | $2,068-75.6% | $3,262-84.5% | $2,471-79.6% |
| Participant deferral / active EE | $2,914 | $2,938-0.8% | $3,963-26.5% | $3,740-22.1% |
| Admin fee / account holder | $17 | $3,976-99.6% | $5,613-99.7% | $5,306-99.7% |